Position in GS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$70,795
+$36,957 QoQ
Shares Held
70
+75.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,977
of 3,125 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Medallion Wealth Advisors, LLC holds $333,143 across 9 Capital Markets names. GS ranks #3 (21.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
1,957 | $180,572 | |
| 2 | MS |
Morgan Stanley
|
388 | $81,107 | |
| 3 | GS |
Goldman Sachs Group Inc
This page
|
70 | $70,795 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
2 | $174 | |
| 5 | JEF |
Jefferies Financial Group Inc.
|
3 | $149 | |
| 6 | MC |
Moelis & Co
|
2 | $130 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
1 | $100 | |
| 8 | SF |
Stifel Financial Corp
|
1 | $69 |
All Filings in GS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $70,795 | 70 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $33,838 | 40 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $35,160 | 40 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $31,853 | 40 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 | $28,309 | 40 | Shares | Sole | 2026-04-24 | |
| 2025-03-31 | $22,943 | 42 | Shares | Sole | 2026-04-24 | |
| 2024-12-31 | $6,871 | 12 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||